Managing Payments

While viewing Transaction Details you are able to complete a number of operations, depending on the Transaction Status and Transaction Type.

  • Full Refund
  • Partial Refund
  • Cancellation
  • Settlement/Charge
info

The below sections provide you with detail on each Payment Management operation and it's availability. Availability is determined automatically by our system however, so this information is for advice only. If you have any questions about a particular transaction and how it can be managed, please contact us.

Refund Operations

Multiple Refunds

You may not be able to process more than one refund against a single transaction for security reasons. If you need to do this, please contact us.

Full Refund

Transaction Type Requirementssale, recurring
Transaction Status Requirementscharged

A full refund can be initiated simply by pressing the Full Refund button when viewing Transaction Details. When this button is pressed, you see a dialogue box asking you to confirm. If you select OK, the Refund is processed.

Full Refund

Partial Refund

Transaction Type Requirementssale, recurring
Transaction Status Requirementscharged

Similarly to a Full Refund, Partial Refunds are initiated using the button in Transaction Details. This time, when you press it you are asked to confirm the Partial Refund amount which must be less than the Balance amount. When you press Refund, the amount is validated and the refund is processed if is valid.

Partial Refund

Authorise & Charge Operations

These operations are only available when using a product that supports separate Authorise and Charge. Typical use cases of this functionality are:

  • A hotel Authorises an amount on a card to allow room incidentals to be charged. The final charge amount, if any, is confirmed on check out.
  • A vehicle rental Authorises a deposit on a card to cover damage. Any charges are confirm when the vehicle is returned.
  • A supermarket authorises a basket of goods for delivery. When the order is picked, several items are out of stock so the final charged amount is less than the authorised amount.
  • A fuel station authorises a set amount and charges only the fuel that was taken.

Cancellation

Transaction Type Requirementssale
Transaction Status Requirementspending

Select the Cancel button and select OK to cancel this Authorisation.

Charge

caution

You will be unable to process any further charges against this tranaction.

Settlement/Charge

Transaction Type Requirementssale
Transaction Status Requirementspending

You can process either a full or partial charge as shown below. Like the Refund operations, you will need to confirm the amount where applicable.

Charge

caution

Processing a Partial charge means you will be unable to process any further charges against this tranaction.